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Top 10 Independent (IFAs) & Restricted Financial Advisers in Mark

Find the best FCA regulated financial advisers in Mark. Get expert help near you with pensions, investments, retirement planning and more
Mark, Somerset
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Wedmore
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
375
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Wedmore
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Daniel Chard at True Potential Wealth Management

Daniel Chard at True Potential Wealth Management

Wedmore
FCA verified
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
Clients
helped
21
Minimum
wealth
£50k+
Can help with
Pensions & retirement
J Edward Sellars & Partners Ltd

J Edward Sellars & Partners Ltd

Burnham on sea and highbridge
FCA verified
Clients
helped
832
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Burnham on sea and highbridge
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Invest Southwest

Invest Southwest

Burnham on sea and highbridge
FCA verified
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
Clients
helped
356
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Future Wealth Management

Future Wealth Management

Winscombe and sandford
FCA verified
We’re committed to long-term relationships built on trust, excellent service, and quality advice. Our aim is simple: to give you and your family financial peace of mind for generations.
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Churchill Wealth Management

Churchill Wealth Management

Cheddar
FCA verified
Experts in Investments & Pensions We specialise in tailored financial advice, with a focus on investments and pensions. Our priority is to deliver a truly personal service and build long-term relationships. Contact us for a no obligation discussion.
Clients
helped
76
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Cheddar
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.